D365 CE Functional Consultant

Posted 16 Days Ago
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Hong Kong
Mid level
Legal Tech • Marketing Tech • Professional Services • Business Intelligence • Consulting
sa.global is an awarded Microsoft Dynamics 365 partner, that helps deliver rapid time to value, though the implementatio
The Role
The D365 CE Functional Consultant will consult on all aspects of Microsoft Dynamics 365 CE including presales support, product demonstrations, business requirements documentation, fit-gap analysis, configuration, and training of end users. They will collaborate with stakeholders to align business objectives and ensure quality assurance while acting as a communication point between developers and clients.
Summary Generated by Built In

Who is sa.global

sa.global addresses industry challenges through vertical-focussed solutions. Leveraging modern technologies like AI and Copilot, we empower organizations to make intelligent decisions and act faster. Our solutions and services are 100% based on Microsoft business applications and the Microsoft Business cloud, and benefit advertising and marketing, accounting, architecture and engineering, consulting, homebuilding, legal, and IT services companies. Through our industry-first approach, we want to put solutions in the hands of people closest to the problem to enable organizations to act faster and make intelligent decisions.

Over 800,000 users in 80 countries around the world rely on sa.global's industry-focused expertise to gain value faster, adapt quickly to changes, and build for the future. We have 30+ years of real-world experience, we are an 11-time winner of the Microsoft Dynamics Partner of the Year Award, and we’ve been a part of Microsoft’s elite Inner Circle for 12 years. Our global organization has a 1000-member team across 25 countries.

For more information, visit www.saglobal.com.


Why Choose sa.global

Open, flexible, vibrant, collaborative, and diverse – these are just some of the terms that our employees use to describe the culture at sa.global. We believe and encourage innovative and dynamic thinking. Our culture and values give us the extra edge to help us scale greater heights.

Led by our Core Values: Agile, Capable, and Committed, which form an integral part of who we are, we constantly strive to provide an inclusive work environment. Our employees come from varied cultural and social backgrounds, and we strive each day to work towards making sa.global a great place to work.


Values of sa.global

  • Contribute towards a working environment that represents “one sa.global” where everyone is seen as an equal, and equality and diversity is championed.
  • Interact with a wide variety of colleagues, customers, and stakeholders at all levels with respect, courtesy, and professionalism.
  • Come as you are, make work fun & others successful, and foster an always learning mentality.


Main Responsibilities

  • Provide expertise and in-depth knowledge of the Microsoft Dynamics 365 Customer Engagement (CE) application and evaluates the customer’s business processes against the standard Microsoft Dynamics functionality.
  • Responsible for documenting the business requirements which express what actions a solution must take and what outcome is expected.
  • Collaborates with stakeholders throughout the organization to ensure a comprehensive set of requirements, aligned to business objectives, gaining full understanding of current and future state business processes.
  • Responsible for conducting user acceptance testing and train customer resources to successfully use and maintain the Dynamics 365 CE.
  • Perform fit-gap analysis and design.
  • Perform Dynamics 365 CE configuration, setup, and data migration strategies.
  • Document ‘as-is’ and ‘to-be’ within accurate and detailed scoping documents.
  • Liaise with developers and clients – act as a point of communication.
  • Work with Support Consultants to design and develop new modifications for existing clients, support previous modifications, and assist with support issues where needed.
  • Assist with any other necessary task as required.


Skills and Experience

  • Demonstrated experience as a subject matter expert in Dynamics 365 CE.
  • 4+ years of experience in designing and developing functionalities in Dynamics 365 CE.
  • Proven experience working on full life cycle implementations across multiple versions of Dynamics 365 CE.
  • Excellent understanding and knowledge of core Dynamics 365 CE modules.
  • Ability to create high quality functional documentation and strong requirements gathering skills.
  • Ability to customise CRM forms, views, workflows, business rules, charts, and dashboards.
  • Experience or knowledge in Microsoft Power Platform is an added advantage.
  • Excellent business communication skills with effective presentation and demonstration skills.
  • First class communication and presentation skills at all levels in English required; fluency in Mandarin and Cantonese is preferred.
  • Technical background/programming concept understanding is an added advantage.
  • Strong attention to detail and a keen desire to deliver the highest quality solutions to customers.
  • Strong relationship-building expertise with a wide and varied audience; internally and externally.
  • Microsoft SQL Server understanding is an added advantage.
  • Highly confident with providing support and training to users.
  • Ability to resolve problems independently using an analytical approach.
  • Willingness to learn and be challenged.
  • Ability to work independently and as part of a global team.
  • Minimum Bachelor’s degree, preferably in Information Technology or equivalent professional qualification.
  • Relevant Microsoft certifications are strongly preferred.
  • Project Management certification is highly desirable.

Top Skills

Microsoft Dynamics 365 Ce
The Company
Chicago, IL
1,000 Employees
On-site Workplace
Year Founded: 1990

What We Do

With 31 years of experience in ERP, CRM, HCM, business intelligence solutions, consulting, and Modern Workplace, sa.global is a Microsoft Dynamics Gold Partner offering industry-specific solutions to firms in key vertical markets like AEC, Legal, Accounting, and Advertising & Marketing. We help over 600,000 Microsoft Dynamics users across 80 countries to deliver operational excellence and financial performance for their organizations.

An 11-time winner of the coveted Microsoft Dynamics Partner of the Year Award, we have been a part of Microsoft’s elite Inner Circle for ten years in a row. Established in 1990, we are now a 900-member-strong global organization with a presence in 25 countries. Central to our growth are our core values – Agile, Capable, and Committed – which also serve as our cultural cornerstones.

Get to know more about us at www.saglobal.com.

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